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MEMEVELIN AG

Client Services Manager(m/w/x)

Zug
Full-timeOn-siteSenior

Servicing UHNW families and managing client relationships with a Partner. University degree in Law, Finance, or Economics required. Company support for TEP qualification.

Requirements

  • University degree in Law, Finance, Economics, or related field
  • Master’s degree (advantage)
  • STEP Diploma / TEP qualification (highly desirable)
  • Willingness to obtain STEP/TEP with company support
  • Experience with UHNW clients and international families
  • International professional background (Switzerland, UK, Liechtenstein preferred)
  • Professional fluency in Russian
  • Professional fluency in German
  • Professional fluency in English
  • French language skills (advantage)
  • Expertise in trust structures
  • Expertise in taxation
  • Expertise in common law
  • Expertise in family governance
  • Expertise in consolidated reporting
  • Expertise in coordination of counterparties
  • Expertise in analytics and reporting
  • Expertise in documentation management
  • Discretion and detail-orientation
  • Proactiveness and resilience under pressure
  • Empathy and strong negotiation skills
  • Swiss/EU passport or valid Swiss work permit

Tasks

  • Work closely with a Partner to service UHNW families
  • Manage and maintain client relationships
  • Coordinate with external counterparties and advisors
  • Prepare and review documentation
  • Interact directly with client family members
  • Support administration and management of complex international structures
  • Prepare analytical and consolidated reports

Work Experience

  • 5 - 8 years

Education

  • Bachelor's degreeOR
  • Master's degree

Languages

  • RussianBusiness Fluent
  • GermanBusiness Fluent
  • EnglishBusiness Fluent
  • FrenchBasic

Benefits

Additional Allowances

  • Company support for TEP qualification
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of MEVELIN AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.

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